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Contents:

1. Introduction………………………………………………………………………………………………….......04
2. Overview of the curriculum for Call Center Agent…………………………………………………….......10
3. Call Center Agent curriculum contents (Teaching & Learning guide) …...………………...................13
3.1 Module 1: Perform basic computer functions related to the call center operations ………..14
3.2 Module 2: Demonstrate knowledge and use of Internet / Intranet……………………….…..…18
3.3 Module 3: Execute the role of a Call Center Agent………………………………………………...21
3.4 Module 4: Exercise professional ethics / code of conduct……………………………………....25
3.5 Module 5: Practice communication and soft skills………………………………………………...28
3.6 Module 6: Memorise and present product/ training ……………………………………………….31
3.7 Module 7: Apply health and safety measures at work .………………….………………………..33
4. Assessment Guidance……………………………………………………………………………….................36
5. List of tools and equipment…...……………………………………………………………………………….57
6. List of consumables……………………………………………………………………………………………..59

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 1. INTRODUCTION

1.1 Curriculum for “CALL CENTER AGENT”

What is a CALL CENTER (CC)?

A Call Center is a work environment in which the business is mediated by computer and telephone-based technologies.
A Call Center is a platform for INBOUND (incoming voice traffic) and OUTBOUND (outgoing voice traffic) calling services for areas
including but not limited to:

a) Customer Support Services and Retention (In Bound / Out Bound)

b) Tele-Marketing / Tele-Sales (Out Bound)
c) Management Information / Customer Feedback (In Bound)
d) Surveys (Out Bound)
e) After hour services (In Bound)

In business operations, call center is the bridging point between a customer and business. CC serves as the means through which the
organization can create and maintain long term business relationship with its customers, while providing service satisfaction through its
representatives. It is also a source of telemarketing and product information for the customers. Hence, the role of a Call Center Agent is
one of the most important elements in call center and business operations.

What is a CALL CENTER AGENT (CCA)?

The CCA is an individual who represents her/his organization to the customer, through the medium of CC, via Phone / Exchange /
Automatic Dialer / VoIP etc. The CCA is the bridge which relays, required/requested information to/from the client/customer within the
specific time frame. The more calls an agent is able to respond to, the more efficient the system is.

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 In many cases, CCA is the only point of contact an individual has, with its service provider, such as PTCL, NADRA, Mobilink, PIA, etc. CCA
is an essential and crucial part of human resource and is hired after great scrutiny, as he/she is the face of the organization.
An eligible candidate is the one with good communication skills, customer service skills as well as the right disposition, personality and
temperament. Product knowledge/information is a must for CCA.

1.2 Overall Objective of Course:

The objective of this course is to train a Call Center Agent who is competent in computer operations, good communication skills and is able
to process the inquiries/services as desired by the customer, while adhering to the organizational policies and protocols.
The CCA will become competent in delivering quality services while achieving the set organizational goals.

CCA shall be able to handle account inquiries, customer complaints/orders within a given time frame, while maintaining professionalism and
providing desired information to the customer’s satisfaction.

1.3 Competencies gained after the completion of the course:

 Business Professionalism / Courtesy

 Customer Service Skills
 Excellent Communication Skills
 Persistence and Tenacity
 Computer and Keyboard Skills
 Organizational skills
 Basic Computer Troubleshooting Skills
 Multitasking
 Tolerance for Stress

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  The ability to work well under pressure
 The ability to sit for a long period over the phone / headphones

1.4 Job opportunities available immediately and in the future:

Trainees can be employed in a government / semi-government / private organization, Call Centers etc. Experienced resources may
advance through promotions with the same employer or by moving to more advanced positions with other employers. They can
become:

 Call Center/Sale Operator/Agent

 Senior Call Center/Sale agent/Representative
 Supervisor of CSR/TSR
 Technical Team Lead
 Project Manager
 Operations Manager
 Call Center Quality Control Manger

1.5 Minimum Trainee Qualification:

 Minimum prior education: 12 years (Intermediate)/Metric with computer stream.

 Computer fundamentals (trained) / Basic knowledge of computer system
 Basic soft skills is a bonus but not mandatory
 Prior work experience is a bonus but not mandatory

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 1.6 Minimum Trainer/Teacher qualification:

 Bachelor’s degree in Computer Sciences /Software Engineering / Information Technology/ Web-designing and development
 Two years of experience in a call center
 One year experience in training/teaching
 Presentation and facilitation skills in a support environment
 Expert knowledge of documentation and reporting tools, such as Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
 Trainers must be competent at Level 3 in English and numeracy

1.7 Medium of instruction:

Recommended in Urdu / English / Local (regional) Language

1.8 Group/Class Size

Proposed ideal group/class size for Call Center Agent training programme shall be 20 trainees per session/class, subject to availability

of resources for practice in the institute to ensure thorough impartation of knowledge/competencies as demanded by this curriculum.

1.9 Sequence of the Modules:

Module 1 Perform basic computer functions related to the call center operations

Module 2 Demonstrate knowledge and use of Internet / Intranet

Module 3 Execute the role of a Call Center Agent

Module 4 Exercise professional ethics / code of conduct

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 Module 5 Practice communication and soft skills

Module 6 Memorize and present product/ training

Module 7 Apply health and safety measures at work

1.10 Description of the structure of the course

This curriculum comprises of 7 modules spread over 800 hours. It is proposed that the course may be delivered in a period of six months (5
days a week). Trainer may schedule this course as deemed necessary to cater trainees over a part-time /evening basis.

Total = 800 hours Theory = 160 hours (20%) Practical = 640 hours (80%)

Duration = 6 Months Weekly = 5 Days Total = 7 Modules

Module Theory1 Days/hours Workplace2 Days/hours Total hours

Module 1: Perform basic computer functions related to the call center

42 168 210
operations
Module 2: Demonstrate knowledge and use of Internet / Intranet 2 8 10

Module 3: Execute the role of a Call Center Agent 56 230 286

Module 4: Exercise professional ethics / code of conduct 10 52 62

1
Learning Module hours in training provider premises
2
Training workshop, laboratory and on-the-job workplace

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Module 5: Practice communication and soft skills 40 160 200

Module 6: Memorize and present product/ training 8 14 22

Module 7: Apply health and safety measures at work 2 8 10

TOTAL 160 640 800

1.11 Laws and regulations:

Trainer/Institute shall ensure record of updated/current laws, standards and regulations – at both national and regional levels
relating to the Call Center Agent, copyrights, cyber-crime, and other relevant issues. These currently include:
 The Information Technology University of the Punjab Act 2012
 Payment System Electronic funds Transfer Act 2007
 The Research and Development Fund Rules 2006
 The Pakistan Telecommunication Authority (Functions and Powers) Regulations, 2004
 The Freedom of Information Ordinance 2002 (XCVI of 2002)
 Electronic Transaction Ordinance 2002
 The Pakistan Electronic Media Regulatory Authority Ordinance 2002 (XIII of 2002)
 The Pakistan Telecommunication Rules 2000
 The Punjab Information Technology Board Ordinance 1999
 The Pakistan Telecommunication Corporation Act, 1991 (XVIII of 1991)
 National resource centre for cyber crime(NR3C-FIA)

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 2. Overview of the curriculum for Call Center Agent:

Module Title and Aim Learning Unit Time of Module

Module 1:
Total:
Perform basic computer functions 210 Hours
related to the call center operations:
Theory:
Aim: This module aims to educate the LU 1. Understand and demonstrate procedure for the use of peripheral devices, learn 42 Hours
trainee about the basic knowledge of keyboard short keys and log on/off function.
peripheral devices, system log on/off LU 2. Learn the importance and use of call center software/ applications. Practical:
procedure, software applications, lodge LU 3. Record/ report customer complaint. 168 Hours
customer complaint, and troubleshoot LU 4. Troubleshoot system errors.
basic system errors.

Module 2:
Total:
Demonstrate knowledge and use of 10 Hours
Internet / Intranet:
Theory:
Aim: This module aims to educate the LU 1. Know and use the World Wide Web / internet. 02 Hours
trainee about the world wide web/internet, LU 2. Understand and use Intranet.
intranet, web-browsers, and how to LU 3. Use web browser.

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manage frequently used websites. LU 4. Search through the world wide web. Practical:
LU 5. Manage frequently used websites. 08 Hours

Module 3: Total:
286 Hours
Execute the role of a Call Center Agent:
Theory:
Aim: This module aims to educate the LU 1. Adapt Time Management Skills / TAT (turnaround time). 56 Hours
trainee about the basic role of a call center LU 2. Begin answering calls / customer queries.
agent, time management skills, and LU 3. Mange to work well under pressure. Practical:
working under pressure. 230 Hours

Module 4: Total:
62 Hours
Exercise professional ethics / code of
conduct Theory:
Aim: This module aims to educate the LU 1. Adhere to job description with responsibility while reporting violations. 10 Hours
trainee about a CCA’s responsibility, LU 2 Exhibit good practices and understand misuse of work hours / company
authority, good practices at workplace, and property. Practical:
use of confidential information. LU 3. Protect and prevent the misuse of confidential information. 52 Hours

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Module 5: Total:
200 Hours
Practice communication and soft skills:
Theory:
Aim: This module aims to educate the LU 1. Use effective communication skills. 40 Hours
trainee about the importance and use of LU 2. Learn The Components of Communication.
effective communication skills. LU 3. Value 7 Cs for effective communication. Practical:
160 Hours

Module 6: Total:
22 Hours
Memorise and present product/ training
Theory:
Aim: This module aims to educate the LU 1. Understand the need of training. 08 Hours
trainee about the importance of keeping LU 2. Train and assist new recruit.
abreast with product knowledge/updates, LU 3. Apply relevant rebuttals to handle objection and irate customer. Practical:
assisting new recruits, objection and irate 14 Hours
customer handling.

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Module 7:
Total:
Apply health and safety measures at 10 Hours
work
Theory:
Aim: This module aims to ensure that the LU 1. Identify health and safety hazards and carry out risk assessment. 02 Hours
trainee is able to maintain a safe and LU 2. Learn to use safety equipment.
healthy environment and is capable of LU 3. Understand and perform first aid. Practical:
combating risks and hazards at the work LU 4. Ensure personal hygiene and health checkup/ensured the equipment hygiene 08 Hours
place. It also discusses personal hygiene
and health check-up.

3. Call Center Agent Curriculum Contents (Teaching and Learning Guide)

These modules serve as a training package for a Call Center Agent.

The following material aims to:

 Cover the competencies required for a call center agent.

 Ensure increased consistency in performance/training.

 Provide flexible options for better understanding.

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 Joint learning is a primary feature of most of the modules covered in this curriculum. Interaction among team mates and trainer

using board, email or chat tools / application, telephone lines, cell phones etc. role-plays is one of the most important tools for

better understanding of the training programme.

Module 1:
Perform basic computer functions related to the call center operations

Objective - This module aims to educate the trainee about the basic knowledge of peripheral devices, system log on/off procedure,
software applications, lodge customer complaint, and troubleshoot basic system errors.

Learning Units Learning Outcome Learning Elements Duration Materials Required Learning Place
LU 1 The trainee should be a. Identify different types of Total Time:  Whiteboard, Markers, For theoretical
Understand able to: input/output (peripheral) devices duster learning:
and a. Recognise and that are common e.g. computer Theoretical:  Relevant Handouts Class room with
demonstrate manage use of mouse, keyboard, headset (with  Reference books multimedia aid and
procedure for peripheral device(s). microphone), monitor, USB, CD  Class notes audio facility
the use of b. Use computer short ROM, Web cam, Scanner, Printer Practical:  Computer / Internet
peripheral keys / functions. etc. (optional) For practical
devices, learn c. Check system and log b. Show the keyboard and its learning:
keyboard on/ off to initiate system keys to demonstrate their  Sample Computer Lab
short keys start-up or shut-down. functions and elaborate on short headset/scanner/print
and log on/off keys (see Appendix B). er may be used for

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function. c. Make a list of important check demonstration
points before initiating system purposes (optional)
start up.  UPS applies to the
d. Practise log on or off following entire curriculum
the standard procedures
LU 2. The trainee should be a. Define and list down different Total Time:  Whiteboard, Markers, For theoretical
Learn the able to: types of existing CRM(s) used in duster learning:
importance a. Identify different types various types of call centers for Theoretical:  Reference Books Class room with
and use of call of existing CRM(s) used e.g. SAP CRM/Salesforce (B2B,  Handouts multimedia aid and
center in various types of call B2C) etc.  Class notes audio facility
software/ centers. b. Give an account of the Practical:  Computer/Internet
applications. b. Operate the call center importance and use of (optional)/ intranet For practical
“specific” software (CRM) relationship management facility learning:
or tools (CLI). software which is Computer Lab
c. Know the importance a tailored feature with service
of KPI and how it can response based on customer Sample CRM snapshots can
benefit the agent in feedback and direct be used for demonstration
improving his/her communication. purposes from a SAP or
performance. c. Define and explain KPI as a Salesforce software
d. Manage customer data performance tool and its
and customer interaction. relevance for a call center agent.
e. Access / retrieve d. Describe how customer data is
customer information for developed.

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 use within the software. e. Discuss how customer data is
used to begin liaison with
customer.
f. Give detail of how customer
information can be accessed /
retrieved within a CRM (show
snapshots of SAP/ Salesforce
software).

LU3. Record/ The trainee should be a. Illustrate how a customer  Whiteboard, Markers, For theoretical
report able to: complaint is launched. duster learning:
customer a. Launch customer b. Describe how the complaint is  Relevant Handouts Class room with
complaint complaint. relayed to the relevant department  Reference books multimedia aid and
b. Relay customer for further action.  Class notes audio facility
complaint to the relevant c. Elaborate on the importance of  Computer / Internet
department. prioritizing customer complaint as (optional) For practical
c. Prioritize customer per organizational SOP(s). learning:
complaint as per Computer Lab
organisational SOP(s).

LU4. The trainee should be a. Elucidate troubleshooting (trace Total Time:  Whiteboard, Markers, For theoretical
Troubleshoot able to: and fix) computer problems. duster learning:
system errors a. Understand and define b. Define the purpose of windows Theoretical:  Reference Books Class room with

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 troubleshooting. task manager.  Handouts multimedia aid and
b. Troubleshoot screen c. Show how to use windows task  Class notes audio facility
freeze by restarting manager. Practical:  Computer/Internet
system or use task d. Demonstrate how basic trouble (optional)/ intranet For practical
manager. shooting is performed in case of facility learning:
c. Isolate the problem by screen freeze. Computer Lab
determining the possible e. Demonstrate how to isolate the
reason e.g. if the cursor problem.  Show screenshots of
is not moving check the f. Exemplify how to recognise error code/messages
mouse/ perform the cable error codes/messages displayed for demonstration
check, CPU ports etc. on the screen. purposes
d. Recognise error g. Show different ports and their
codes/messages relevant cables or peripheral
displayed on screen and devices e.g. Ethernet/ USB etc. to
take notes. ensure connection establishment.
e. Rectify port issues and h. Demonstrate how to operate
ensure proper cable the system through the keyboard/
connectivity.
short keys in case the mouse is
f. Use the system not working
through the keyboard/
short keys in case the
mouse is not working

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 3.2 Module 2:
Demonstrate knowledge and use of Internet / Intranet

Objective - This module aims to educate the trainee about the world wide web/internet, intranet, web-browser, and how to manage
frequently used websites.

Learning Units Learning Outcomes Learning Elements Duration Material Required Learning Place
LU1. The trainee will be able a. Define internet / the world wide Total Time:  Whiteboard, For theoretical
Know and use to: web and its uses Markers, duster learning:
the World Wide a. Explain internet and its b. Explain how an internet Theoretical:  Reference Class room with
Web/ Internet. use. connection is established by means Books multimedia aid and
b. Establish internet of (dsl / Wi-Fi /dialup/broadband).  Handouts audio facility
connection through (dsl / c. Justify internet as a useful tool. Practical:  Class notes
Wi-Fi /dialup/broadband). d. Demonstrate the use of  Computer/Intern For practical
c. Indicate the usefulness internet/world wide web. et (optional)/ learning:
of internet. e. Explain and inform about domain intranet facility Computer Lab
d. Use internet/world wide abbreviations, e.g. .com
web. (commercial), .edu (educational),  Show
e. Know about different .net (net providers) etc. illustrations of
internet domains. internet
connectivity

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LU2. The trainee will be able Total Time:  Whiteboard, For theoretical
Understand to: Markers, duster learning:
and use a. Give an account of a. Define intranet. Theoretical:  Reference Class room with
Intranet. what is intranet. b. Survey benefits of intranet. Books multimedia aid and
b. Understand benefits c. Compare intranet vs. Internet.  Handouts audio facility
of Intranet. d. Show /Share illustrations of Practical:  Class notes For practical
c. Differentiate between intranet connectivity.  Computer/Intern learning:
internet and intranet e. Explain its use. et (optional)/ Computer Lab
d. Use intranet intranet facility
LU3. The trainee should be a. Define web browser. Total Time:  Whiteboard,
Use web able to: b. Illustrate types of web browsers. Markers, duster For theoretical
browser. a. Elucidate the term web c. Demonstrate how to navigate Theoretical:  Reference learning:
browser. through web browsers (Internet Books Class room with
b. Identify types of web Explorer, Fire Fox, Safari, and  Handouts multimedia aid and
browsers. Google Chrome). Practical:  Class notes audio facility
c. Navigate through web d. Spell out multiple uses of the s  Computer/Intern
browsers. browser address bar (Search and et (optional)/ For practical
d. Make use of the navigate to the website). intranet facility learning:
multiple functions of the e. Summarise web browser Computer Lab
browser address bar. commands for e.g.(Return to the  Show different
e. Use browser previous page: Click the Back types of web

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 commands. button/Reload the current page: browser
Press Ctrl+R or hit Reload/Refresh
The trainee should be a. Give an account of search Total Time:  Whiteboard,
LU4. able to: process over the world wide web. Markers, duster For theoretical
Search a. Search through the b. Give examples of the types of Theoretical:  Reference learning:
through the world wide web. search engines for e.g. google, Books Class room with
world wide b. Use different search yahoo, bin etc.  Handouts multimedia aid &and
web. engines. c. Demonstrate the use of search Practical:  Class notes audio facility
c. Filter /extract engine.  Computer/Intern
information through d. Show how to filter/extract et (optional)/ For practical
search. information through search intranet facility learning:
Computer Lab

The trainee should be a. Discuss bookmarking/saving a Total Time: Whiteboard, Markers, For theoretical
LU5. able to: webpage duster learning:
Manage a. Understand what b. Explain why a webpage/site is Theoretical:  Reference Class room with
frequently bookmarking is. bookmarked (for easy Books multimedia aid and
used websites. b. Remember why a access/saving time).  Handouts audio facility
webpage/site is c. Demonstrate bookmarking of a Practical:  Class notes
bookmarked. website.  Computer/Intern For practical
c. Bookmark a et (optional)/ learning:
webpage/site. intranet facility s Computer Lab

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 3.3 Module 3:
Execute the role of a Call Center Agent

Objective - This module aims to educate the trainee about the basic role of a call center agent, time management skills, and
working under pressure.

Learning Units Learning Outcomes Learning Elements Duration Material Required Learning Place
The trainee should be a. Explain the term TAT in detail to Total Time:  Whiteboard, Markers,
able to: ensure that the trainee is able to duster For theoretical
LU1. a. Understand and implement the TAT strategy. Theoretical:  Reference Books learning:
Adapt Time Implement TAT. b. Educate the trainee to log on/off  Handouts Class room with
Management b. Log on/off the system the system on time. Practical:  Class notes multimedia aid
Skills on time. c. Instruct the trainee about average  Computer/Internet and audio facility
TAT c. Maintain average talk talk time slot to manage customer (optional)/ intranet
(turnaround time. queries in a given time frame facility For practical
time). d. Minimise call time d. Educate the trainee to be active, learning:
e. Put the customer on confident, and up to date with the Computer Lab
hold with due procedure. product knowledge to ensure  Explain terms such as
f. Wrap/close call as per minimum call time. TAT, hold time,
standard procedures. e. Guide on proper hold procedure average talk time
(See Appendix F).
f. Demonstrate the techniques of  Share handouts on
wrapping/closing a call as per “how to put a
standard procedures (such as

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 saying a company specific phrase). customer on hold”
LU2. The trainee should be a. Explain the importance of a Total Time:  Whiteboard, Markers,
Begin able to: standard greeting upon receiving a duster For theoretical
Answering a. Use standard greeting. call (ensuring smile on face while Theoretical:  Reference Books learning:
calls / b. Smile and speak with maintaining clarity).  Handouts Class room with
customer clarity. b. Discuss how an active and  Class notes multimedia aid
queries. c. Sound active and confident voice helps customer trust Practical:  Computer/Internet and audio facility
confident. the CCA to comfortably (optional)/ intranet
d. Ensure application of communicate his/her concerns facility For practical
telephone professionalism c. List down and guide trainees learning:
and etiquettes. about essential phone etiquettes  Conduct a lot of role- Computer Lab
e. Give caller undivided and involve trainees in role-plays plays (with
attention to make them (See Appendix E). smile/active voice
feel important. d. Demonstrate through role-plays and without smile and
f. Empathize and how to make the customer feel active voice) to let the
sympathize with the important. trainees determine
customers/callers with e. Compare and define the term the professional
complaints. empathy and sympathy (see element of answering
g. Obtain information from Appendix D). a call in a certain way
the customer/caller with f. Elaborate on how to project
due diligence. empathy/sympathy towards an  Share handouts of
irate/complaining customer (see standard statements
Appendix D and C) use for

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 empathizing/sympathi
g. Educate the trainee to obtain zing with the
important information from customer customer
with care and attentiveness. (see Appendix D)
 Share handouts for
telephone etiquettes
and practice role-
plays

LU3. The trainee should be a. Illustrate the scenario of Total Time:  Whiteboard, Markers,
Mange to work able to: increased call load and to work well duster For theoretical
well under a. Manage increased call under work pressure and respond Theoretical:  Reference Books learning:
pressure. load and work under efficiently while maintaining the call  Handouts Class room with
pressure during the shift, flow and average talk time.  Class notes multimedia aid
esp. peak hours. b. Talk about the importance of Practical:  Computer/Internet and audio facility
b. Maintain focus and believing in the organizations (optional)/ intranet
enthusiasm while relaying product(s) in order to relay the same facility For practical
the same information over information to different customers learning:
and over again. repeatedly but with even Computer Lab
c. Measure and observe enthusiasm and interest without
occupancy levels. losing focus.
d. Utilize smart call c. Explain occupancy levels and

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 wrapping skills under call how a CCA can measure it.
load/pressure. (Occupancy is a measure of how
e. Multitask and respond hard the agent is working).
swiftly in relaying the
information, compiling
complaint content while
receiving input data from The standard calculation is:
the customer. Occupancy Percentage =
Total Talk Time + Total After-Call
Work Time ÷ Total Sign-on Time.
d. Highlight how careful and smart
wrapping skills assist in managing
call load/pressure.
e. State the importance of
multitasking while relaying the
information swiftly to the customer,
compiling complaint, receiving/input
data.

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 3.4 Module 4:

Exercise professional ethics / code of conduct

Objective - This module aims to educate the trainee about a CCA’s responsibility, authority, good practices at workplace, and use
of confidential information.

Learning Learning Outcomes Learning Elements Duration Material Required Learning Place
Units

LU1. The trainee should be a. Give an account of how an Total Time:  Whiteboard, Markers, For theoretical
Adhere to the able to: agent must comply to specific job duster learning:
job a. Perform as per job description. Theoretical:  Reference Books Class room with
description description. b. Emphasise on the importance  Handouts multimedia aid and
with b. Justify his/her role of sense of responsibility.  Class notes audio facility
responsibility while being considerate of c. Make the trainee aware of the Practical:  Computer/Internet
while his/her responsibility. authority a CCA exercises while (optional)/ intranet For practical
reporting c. Exercise the right of performing job as a mediatory facility learning:
violations. authority within due limits. between a customer and an Computer Lab
d. Report possible organization.
violations. d. Educate the trainee to report
violations of policies, procedure
or ethical value on priority.

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LU2. The trainee should be a. Guide the trainee not to engage Total Time:  Whiteboard, Markers, For theoretical
Exhibit good able to: in personal activities during work 35hrs duster learning:
practices and a. Utilize work hours hours that interfere with or prevent Theoretical:  Reference Books Class room with
understand wisely while avoiding from fulfilling job responsibilities. 7hrs  Handouts multimedia aid and
misuse of personal engagements / b. Inform the trainees not to use  Class notes audio facility
work hours / activities. company computers and Practical:  Computer/Internet
company b. Ensure use of equipment for unofficial purposes 28hrs (optional)/ intranet For practical
property. company equipment or for illegal or unethical activities. facility learning:
strictly for official c. Elaborate on ethical boundaries Computer Lab
purposes. (taking ownership) against
c. Take ownership of the personal/financial gain/bribery/
company assets and misuse of company property or
understand the information.
boundaries of work d. Spell out dignified and
against financial respectful practices at work.
gain/bribery from a e. Guide trainees to be polite and
particular individual. humble with callers /customers/
d. Adapt polite/humble co-workers/ and avoid personal,
behaviour and avoid organisational conflict.
personal conflict.

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LU3. The trainee should be a. Define the term confidentiality. Total Time:  Whiteboard, Markers, For theoretical
Protect and able to: b. Explain work place duster learning:
prevent the a. Define confidentiality. confidentiality (as keeping the Theoretical:  Reference Books Class room with
misuse of b. Understand the employee, customer, and client  Handouts multimedia aid and
confidential importance of ensuring information private).  Class notes audio facility
information. confidentiality. c. Discuss how to ensure Practical:  Computer/Internet
c. Maintain confidentiality confidentiality of the information (optional)/ intranet For practical
of the customers/ about customers, clients, and facility learning:
colleagues. employees (information generated Computer Lab
d. Implement the code of and gathered is an asset of the
conduct for confidential company, and should be  Share examples of
information. protected regardless of its form or different
e. Identify misuse of format). organizations having
confidential information. d. Show sample examples of confidentiality policies
different organizational policies on
confidential information.
e. Talk in detail about misuse of
confidential information and
consequences.

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 3.5 Module 5:
Practice communication and soft skills

Objective - This module aims to educate the trainee about the importance and use of effective communication skills.

Learning Learning Elements Learning Outcome Duration Material Required Learning Place
Units
LU1. The trainee should be able a. Illustrate the term and types of Total Time:  Whiteboard,
Use effective to: communication. Markers, For theoretical
communicatio a. Define the term b. Emphasize on the importance of Theoretical: duster learning:
n skills. communication and its types. communication for a CCA.  Reference Class room with
b. Establish the importance c. Demonstrate effective Books multimedia aid and
of communication. communication skills by conducting Practical:  Handouts audio facility
c. Communicate effectively. role-plays and employing 7C’s of  Class notes
d. Enact with other team communication (see Appendix C).  Computer/Int For practical
members for constant d. List down important words to ernet learning:
improvement. enhance trainees’ vocabulary. (optional)/ Computer Lab
e. Know important e. Elaborate how to be an active intranet
vocabulary related to call listener. facility
center operations. f. Demonstrate through a role play  Ensure
f. Listen to the customer how to extract relevant information. ample role-
concerns actively and extract play activities
the required information. to enhance
communicati

28 | P a g e
 on skills

LU2. The trainee should be able a. Describe the three components of Total Time:  Whiteboard, For theoretical
Learn to: communication namely; Verbal/ Markers, learning:
Components a. Utilize the three Para-verbal / Nonverbal. Theoretical: duster Class room with
of components of b. Elaborate formal and informal  Reference multimedia aid and
Communicati communication. communication. Books audio facility
on. b. Differentiate between Practical:  Handouts
formal/ informal  Class notes For practical
communication.  Computer/Int learning:

ernet Computer Lab

(optional)/
intranet
facility

LU3. The trainee should be able

Value 7C’s of to:  Whiteboard,
Communicati a. Use correct grammar a. Explain basics of grammar that are Markers,
on b. Be concise and know how essential for telephone duster
to summarize a long communication  Reference
conversation/message b. Discuss limited /basic (call center Books
c. Communicate with clarity specific) correct grammar tenses that  Handouts
in both written and verbal are commonly misused  Class notes

29 | P a g e
 form  Sample
d. Speak and leave c. Give examples of how a long Recordings
complete messages conversation or message is
e. Avoid incomplete summarized and made concise  Role-plays
messages and use complete d. Practice and provide agents short for complete
messages to ensure clear recorded conversations in which and
understanding people speak with clarity while using incomplete
f. Use concrete and clear easily understandable words statements
sentences and avoid e. Discuss the disadvantage of an
ambiguous/vague sentences incomplete message  Use and (see
g. Apply courteous approach f. Engage in activity with the trainees Appendix C)
in verbal/non-verbal / written where incomplete and complete
communication messages are utilized in a
conversation and see its effect on the
parties engaged in conversation
g. Explain the importance of being
clear / firm and concrete in
communication using 7C’s
h. Practice courteous tone and
gestures with the trainees, explain
how courtesy impacts a positive or
negative situation

30 | P a g e
 3.6 Module 6:

Memorise and present product/ training

Objective – This module aims to educate the trainee about the importance of keeping abreast with product knowledge/updates,
assisting new recruits, objection and irate customer handling.

Learning Units Learning Elements Learning Outcomes Duration Material Required Learning Place
LU1. The trainee should be a. Highlight the importance of Total Time:  Whiteboard, Markers,
Understand the able to: keeping up with the product duster For theoretical
need of a. Define the importance updates and customer demand. Theoretical:  Reference Books learning:
training. of keeping abreast with b. Prepare company product list.  Handouts Class room with
product upgrades / c. Teach different techniques of  Class notes multimedia aid and
updates. presenting the product and Practical:  Computer/Internet audio facility
b. Make and manage providing technical support. (optional)/ intranet
product list for ready d. Describe self-management facility For practical
reference during skills. learning:
customer interaction. Computer Lab
c. Present company
products to the customer
and provide technical
support.
d. Utilize self-
management skills.

31 | P a g e
LU2. The trainee should be a. Give an account of how an Total Time:  Whiteboard, Markers, For theoretical
Train and able to: orientation session is conducted duster learning:
assist new a. Orientate and welcome for new staff/recruit. Theoretical:  Reference Books Class room with
recruit. new recruits. b. Share a sample (illustration)  Handouts multimedia aid and
b. Introduce the policies of policies and procedures of a  Class notes audio facility
and procedures of the call center. Practical:  Computer/Internet
company to the new team c. Elaborate how a technically (optional)/ intranet For practical
members. sound agent can assist new facility learning:
c. Provide colleague about products. Computer Lab
technical/product training.  Use sample policies
and procedures of an
existent call center
for demonstration
purposes.

32 | P a g e
LU3. The trainee should be a. Illustrate how a trainee may Total Time:  Whiteboard, Markers, For theoretical
Apply relevant able to: overcome objections faced duster learning:
rebuttals to a. Overcome objections during live interaction with a Theoretical:  Reference Books Class room with
handle raised by the customer. customer.  Handouts multimedia aid and
objection and b. Tackle irate customer b. Conduct role plays  Class notes audio facility
irate customer. while delivering highlighting objection handling Practical:  Computer/Internet
appropriate rebuttals. and irate customer. (optional)/ intranet For practical
c. Provide scenarios where a facility learning:
trainee can utilize standard Computer Lab
rebuttals while tackling a  Provide a sample list
customer. of various types of
rebuttals and
objection handling
statements

3.7 Module 7:

Apply health and safety measures at work

Objective – This module ensures that the trainee is able to maintain a safe and healthy environment and is capable of combating
risks and hazards at the work place. It also discusses personal hygiene and health checkup.

33 | P a g e
Learning Units Learning Elements Learning Outcomes Duration Material Required Learning Place

LU1. The trainee should be a. Discuss what a safe and healthy Total Time:  Whiteboard, For theoretical
Identify health able to: environment is. Markers, duster learning:
and safety a. Identify a safe and b. Give in detail how a safe and Theoretical:  Reference Class room with
hazards and healthy environment. healthy environment can be Books multimedia aid and
carry out risk b. Manage a safe and maintained.  Handouts audio facility
assessment. healthy surrounding. c. Illustrate the possible risks and Practical:  Class notes
c. Assess possible risks/ hazards at work place. For practical
hazards at the work place. d. Demonstrate safety measures learning:
d. Take safety measure to against the risks/ hazards. Class room
avoid a risk/hazard by e. Explain the procedure of carrying
carrying out a risk out a risk assessment.
assessment.

LU2. The trainee should be a. List down safety equipment. Total Time:  Whiteboard,
Learn to use able to: b. Show pictorial images of the Markers, duster For theoretical
safety a. Identify the types of equipment. Theoretical:  Reference learning:
equipment. safety equipment present c. Explain the use of safety Books Class room with
at workplace. equipment.  Handouts multimedia aid and

34 | P a g e
 b. Know when and how to d. Talk in detail about the Practical: Class notes audio facility
use the safety equipment measures employed against
for e.g. fire-fighting and the various types of hazardous  Sample Safety For practical
evacuation drill. situations. Chart with learning:
pictorials of Class room
safety
equipment may
be used for
demonstration
purposes

LU3. The trainee should be a. Elaborate the term first aid Total Time:  Whiteboard, For theoretical
Understand and able to: b. Narrate the importance of first Markers, duster learning:
perform first a. Define the term first aid. aid. Theoretical:  Reference Class room with
aid. b. Know the importance of c. .Show pictorial charts displaying Books multimedia aid and
first aid. first aid equipment and its use.  Pictorial Charts audio facility
c. Recognise the first aid d. Demonstrate how to perform first Practical:  Handouts
kit equipment. aid.  Class notes For practical
d. Use the first aid kit learning:
equipment.  Show the first Class room

aid kit items for

demonstration
purposes

35 | P a g e
LU4. The trainee should be a. Educate the trainee on the Total Time:  Whiteboard,
Ensure able to: importance of personal hygiene Markers, duster For theoretical
Personal a. Maintain personal and oral health. Theoretical:  Reference learning:
hygiene and hygiene. b. Advise trainees to follow a Books Class room with
health checkup. b. Review and perform quarterly medical check-up  Handouts multimedia aid and
quarterly health check-up. programme. Practical:  Class notes audio facility
c. Promote and adopt c. Guide the trainees on taking
healthy activities. interest in health and fitness For practical
d. permute and adopt activities. learning:
equipment hygiene. Class room

4. Assessment guidance Call Center Agent curriculum

It is beneficial to make use of sessional and final assessment as a combination, rather than using only one type of assessment.
Sessional assessment shall be conducted on regular basis. The purpose of regular sessional assessment is to provide feedback and keep
check on trainee’s learning:

 For trainee: to identify achievement and areas of further work

 For teacher: to evaluate the effectiveness of teaching to date, and to focus on future plans.

Assessors shall prepare sessional assessments for both theoretical and practical work. Guidance is provided in the assessment strategy.

36 | P a g e
Final assessment is generally conducted upon completion of a course or module, which reflects whether the trainee has "passed" or not. It is –
or should be – undertaken with reference to all the objectives or outcomes of the course, and is usually fairly formal. It is of significant
consideration to ensure that the trainee who gets the credit is indeed the person who did the work.

Methods of assessment

For lessons with a high quantity of theory, written or oral tests related to learning outcomes and/ or learning content can be conducted. For
workplace lessons, assessment can focus on the quality of planning the related process, the quality of executing the process, the quality of the
product and/or evaluation of the process.

Methods include direct assessment, which is the most desirable form of assessment. For this method, evidence is obtained by direct
observation of the trainee’s performance. Direct assessment may include: work performances, demonstrating a specific process, direct
questioning, paper-based tests (multiple choice or short answer questions).

Indirect assessment is the method where the performance cannot be observed, and the evidence is gained indirectly.

Indirect assessment should only be a second choice. (In some cases, it may not even be guaranteed that the work products were produced by
the person being assessed.)

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Principles of assessment

All assessments should be valid, reliable, fair and flexible:

Validity means that a valid assessment assesses what it claims to assess.

Reliability means that the assessment is consistent and reproducible. For example, if the work performance of preparing a chart in excel has
been assessed, another assessor (e.g. the future employer) should be able to see the same work performance and witness the same level of
achievement.

Fairness means that there should be no advantages or disadvantages for any assessed person. For example, it should not happen that one
trainee gets prior information about the type of work performance that will be assessed, while another candidate does not get any prior
information.

Flexibility means that the assessor has to be flexible concerning the assessment approach. For example, if there is a power failure during the
assessment, the assessor should modify the arrangements to accommodate the trainee’s needs.

Sessional assessment

The sessional assessment for all 7 modules shall be in two parts: theoretical assessment and practical assessment. The sessional marks shall
contribute to the final qualification. Theoretical assessment for all learning modules must consist of a written paper lasting at least one hour per
module. This can be a combination of multiple choice and short questions- answers. For practical assessment, all procedures and methods for
the modules must be assessed on a sessional basis. Guidance is provided below under “planning for assessment”.

38 | P a g e
Final assessment

Final assessment shall be in two parts: theoretical assessment and practical assessment. The final assessment marks shall contribute to the
final qualification. The final theoretical assessment shall consist of one 3-hour paper, consisting of multiple choice and short answer questions,
covering all modules.
For the final practical assessment, each trainee shall be assessed over a period of two days, with two 3-hour sessions on each day. This
represents a total of four sessions totaling 12 hours of practical assessment for each trainee. During this period, each trainee must be assessed
on his/her ability of comprehension for each of the module.

The assessment team

The number of assessors must meet the needs of the trainee and the training provider. For example, where two assessors are conducting the
assessment, there must be a maximum of ten trainees per assessor. In this example, a group of 20 trainees shall therefore require
assessments to be carried out in one day.

Planning for assessment

Sessional assessment: assessors need to plan in advance how they will conduct sessional assessments for each module. The tables on the
following pages are for assessors to use for the planning of assessments. It is advised to insert the days/hours/dates as per current session.

Assessment strategy for Call Center Agent Curriculum

This curriculum consists of 7 modules:
1.1 Module 1: Perform basic computer functions related to the call center operations
1.2 Module 2: Demonstrate knowledge and use of Internet / Intranet
1.3 Module 3: Execute the role of a Call Center Agent

39 | P a g e
 1.4 Module 4: Exercise professional ethics / code of conduct
1.5 Module 5: Practice communication and soft skills
1.6 Module 6: Memorise and present product/ training
1.7 Module 7: Apply health and safety measures at work

Planning aid for sessional assessments:

Module 1: Perform basic computer functions related to the call center operations
Learning Units Theory Workplace Recommended Sessional Assessment Scheduled Dates
days/hours days/hours
LU1: (sample (sample a. Trainer shall ask each trainee to install different Dates shall be
Understand and time) time) input/output devices for e.g. computer mouse, keyboard, filled in by the
demonstrate procedure for headset, monitor, USB, CD ROM, scanner, printer etc. trainer against
the use of peripheral a. 25mins a. 45mins Trainee may be assessed for successful installation during each assessment
devices, learn keyboard the class. Successful Installation is when a connection of as per their
short keys and log on/off input/ output device has been established and a result training session
function b. 20mins b. 30mins operation can be performed i.e. a computer mouse is working plan.
on screen; print command results in a printed document etc.

b. Each trainee shall be given a list of activities/tasks to

perform by the trainer and against each activity the trainee
c. 20mins c. 40mins shall be able to write the short key for that task (this task may
be assessed during the class). The answers to short key
questions may be found in Appendix B.

d. 10mins d. 20mins c. Trainer shall instruct the trainees to compile a list of

important check points that must be performed before initial

40 | P a g e
 system start up (this task may be assessed during the class).

d. Each trainee shall be able to log on or off following the

standard procedures (this task may be assessed during the
class). Sample standard procedures may be compiled by the
trainer before the teaching session of this learning unit.

LU2: Trainer shall provide each trainee with short question- answer Dates shall be
Learn the importance and assessment paper where the trainee shall be able to write the filled in by the
use of call center software/ answers to: trainer against
applications each assessment
a. Define CRM and list down the types of CRM. as per their
training session
b. Explain and define KPI and its relevance for a CCA. plan.

c. Describe how customer data is developed.

d. Explain how customer data is managed, accessed and

retrieved through a specific software (this can be explained
keeping in mind only one specific CRM).
LU3: Record/ report the Trainer shall provide each trainee with short question- answer Dates shall be
customer complaint assessment paper where the trainee shall be able to write the filled in by the
answers to trainer against
each assessment
a. Explain how a customer complaint is launched. as per their
training session
plan.
b. Describe how the complaint is relayed to the relevant

41 | P a g e
 department for further action.

c. What is the importance of prioritizing customer complaint

as per organizational SOP(s).

LU4: a. Trainer shall provide the trainee with some basic computer Dates shall be
Troubleshoot system errors errors on an assessment paper; trainee shall be able to write filled in by the
and perform a practical of troubleshooting (trace and fix) trainer against
computer problems. each assessment
as per their
b. Trainer shall ask each trainee to open the windows task training session
manager and define its components and use. plan.

c. Trainee shall be able to demonstrate how to isolate the

problems/errors.

d. Trainee shall be able to explain how to recognize error

codes/messages displayed on the screen and know to
operate the system through the keyboard/ short keys in case
mouse is not working

e. Trainee shall show the trainer the different ports and their
relevant cables or peripheral devices e.g. Ethernet/ USB etc.
to ensure connection establishment.

It is recommended that the trainee be assessed during the class/training session. Alternatively, the trainee must go
through the sessional assessments at the end of each module.

42 | P a g e
Module 2: Demonstrate knowledge and use of Internet / Intranet
Learning Units Theory Workplace Recommended Sessional Assessment Scheduled
days/hours days/hours Dates
LU1 : Know and use the Trainer shall provide each trainee with short question- answer Dates shall be
World Wide Web / internet assessment paper where the trainee shall be able to write the filled in by the
answers to trainer against
(a, b, c, and e). (d) is a practical assessment each
assessment as
a. Define internet and its use.
per their training
session plan.
b. Explain different mode through which an internet
connection can be established.

c. Give an account of why internet is a useful tool?

d. Each trainee shall be asked to log onto their internet

browsers and demonstrate use of the internet

e. Explain different types of domain abbreviations and their

purpose
LU2 : Understand and Trainer shall provide each trainee with short question- answer Dates shall be
use Intranet assessment paper where the trainee shall be able to write the filled in by the
answers to (a, b and c). (d) is a practical assessment trainer against
each
a. Define intranet and its use.
assessment as
per their training
b. What are the advantages of an intranet?
session plan.
c. Differentiate between internet and intranet.

43 | P a g e
 d. Trainer shall ask each trainee to log/enter into the prototype
intranet and demonstrate its use.
LU3 : Use web browser Trainer shall provide each trainee with short question- answer Dates shall be
assessment paper where the trainee shall be able to write the filled in by the
answers to (a, b and d). (c and e) are practical assessments trainer against
each
a. What is a web browser?
assessment as
per their training
b. List down different types of browsers used commonly.
session plan.
c. Trainer shall ask each trainee to navigate through different
web browsers (at least two main web-browsers) to check their
command over web browser usage.

d. Explain different functions and uses of the web browser.

e. Trainer shall give each trainee different set of web browsing

commands and trainee shall be able to write against that the
type of button/tab or short key to use to perform the task.
LU4: Search through the Each trainee can be provided with short question- answer Dates shall be
world wide web assessment paper where the trainee shall be able to write the filled in by the
answers (for a and b). (c and d) are practical assessments trainer against
each
a. Give an account of search process over the world wide web
assessment as
per their training
b. Give examples of the types of search engine commonly
used today
session plan.

c. Each trainee shall be asked to search on a specific topic

through a search engine of their choice

44 | P a g e
 d. Each trainee shall be asked to filter further through the
search and obtain the most useful information related to their
topic
LU5: Manage frequently Trainer shall provide each trainee with short question- answer
used websites assessment paper where the trainee shall be able to write the
answers to (a and b). (c) is a practical assessment

a. What is bookmarking / saving a web-page is?

b. Why is a website bookmarked or saved?

c. Trainer shall ask each trainee to bookmark/save at least

10 different websites or webpages
Module 3: Execute the role of a Call Center Agent
Learning Units Theory Workplace Recommended Sessional Assessment Scheduled Dates
days/hours days/hours
LU1: Adapt Time Trainer shall provide each trainee with short question- answer Dates shall be
Management Skills / TAT assessment paper where the trainee shall be able to write the filled in by the
(turnaround time) answers to (a, b, c, d and e). (f) is a practical assessment trainer against
each
a. What is TAT and how can you adapt it into your daily
assessment as
routine?
per their training
b. Why is it important to log on/off on time?
session plan.

c. What is the importance of maintaining average talk time?

d. Why is it important to keep abreast with the product

knowledge?

45 | P a g e
 e. Write the appropriate steps of putting the caller on hold.
For this particular unit (e), trainer may assess through a role-
play a proper hold procedure while grouping trainees and
conducting a one on one role-play, OR assess them during
role-plays in the next LU2 of Module 3. Appendix F shall be
used to check the correct hold procedure.

f. Trainees shall be divided into groups and each group shall

be assigned with a standard but different greeting and closing
statement, trainees shall practice/role-play while being a caller
and an agent. The trainer shall be able to assess the flow and
wrap/close procedure of each trainee during this exercise.

LU2: Begin answering Trainer shall ask each trainee to demonstrate each learning Dates shall be
outcome one by one for this learning unit to be competent in filled in by the
calls / customer queries
answering calls. Trainer shall conduct role-plays by grouping trainer against
2 trainees in each group (one caller and one agent). Trainer each
shall ask each group to begin the role-play while utilizing all
assessment as
units of LU2.
per their training
a. through g. all the units shall be used in the role-play. session plan.
Trainer shall be able to use Appendix D, E and F to assess
proper role-play and competency of the trainee.

46 | P a g e
LU3: Mange to work well Trainer shall provide each trainee with short question- answer Dates shall be
under pressure assessment paper where the trainee shall be able to write the filled in by the
short answers in the shape of paragraphs to (a, b, c, d and e). trainer against
(b) can also be assessed as a practical. each
assessment as
a. What is an increased call load? How is work/call load per their training
managed under pressure? What is meant by average talk
session plan.
time and why is it important to maintain the average talk time?

b. Why is it important to believe in your organizations

product(s) or service(s)? Loosing focus or enthusiasm and
repeatedly relaying the same information are important
elements, which can be assessed during one on one role-
plays. LU3 may also be assessed during the role-plays
conducted in LU2 of Module 3.

c. What is an occupancy level and how can it be measured?

d. What are smart wrapping skills? Why do smart wrapping

skills come handy during a call wrap-up?

e. What is multi-tasking and why is it important for a Call

Center Agent?

47 | P a g e
Module 4: Exercise professional ethics / code of conduct
Learning Units Theory Workplace Scheduled Dates
days/hours days/hours
LU 1. Adhere to the job Trainer shall provide each trainee with short question- answer Dates shall be
description with assessment paper where the trainee shall be able to write the filled in by the
responsibility while short answers in the shape of paragraphs to (a, b, c and d). trainer against
reporting violations each assessment
a. What is a call center agent’s job description? as per their
training session
b. What do you understand by the term sense of responsibility plan.
and how can you justify your role as a call center agent?

c. What is the level of authority a call center agent exercises

while being a mediatory between a customer and an
organization?

d. What kind of incidents, events or actions shall be reported

to the relevant department while exercising your duties at
work? Should such events that you have mentioned in your
answer be notified immediately or can wait till you find the
time to do so?

LU 2 Exhibit good Trainer shall provide each trainee with short question- answer Dates shall be
practices and understand assessment paper where the trainee shall be able to write the filled in by the
misuse of work hours / short answers in the shape of paragraphs to (a, b, c and d). trainer against
company property each assessment
a. Give an account of activities that can and cannot be carried as per their
out during work hours? training session
plan.

48 | P a g e
 b. What are the activities you must not do while utilizing the
company equipment/computer?

c. Explain scenarios that are considered unethical and should

you feel responsible towards company property, why or why
not?

d. When having a heated discussion with someone at work,

what should be your approach to deal with this scenario?
LU 3. Protect and prevent Trainer shall provide each trainee with short question- answer
the misuse of confidential assessment paper where the trainee shall be able to write the
answers to (a, b, c, d and e).
information
a. Define the term “confidentiality”?

b. Why is it important to maintain/ensure confidentiality of the

data/information that is processed through a call center
agent?

c. What are different ways to ensure the information about

customers/employees remains confidential?

d. List down at least 2 different policies that a call center

implements to maintain confidentiality of clients and data?

e. What consequences could the call center agent be

subjected to should the agent misuse confidential information?

49 | P a g e
Module 5: Practice communication and soft skills:
Learning Units Theory Workplace Scheduled Dates
days/hours days/hours
LU 1. Use effective Trainer shall provide each trainee with short question- answer Dates shall be
communication skills assessment paper where the trainee shall be able to write the filled in by the
answers to (a and b). c, d, e and f are practical assessments. trainer against
each assessment
a. What are different terms and types of communication? as per their
training session
b. Why do you think communication is an important element plan.
for a call center agent?

c. + d. + e. + f. Trainer shall divide trainees in groups. Two

trainees in each group (one caller and one agent). Each
group shall conduct role-plays and during the mock call they
shall employ all 7C’s of communication and project good
vocabulary usage. The trainer may refer to the 7C Appendix
“C” to assess all 7C’s of communication. Trainer shall also be
able to assess the active listening and information gathering
skills of the trainee during the role-play.

LU 2. Learn The Trainer shall provide each trainee with short question- answer Dates shall be
Components of assessment paper where the trainee shall be able to write the filled in by the
Communication answers to (a and b). trainer against
each assessment
a. Describe the three components of communication with an as per their
example. training session
plan.
b. Differentiate between formal and informal communication.

50 | P a g e
LU 3. Value 7 C’s of
communication a. Trainer shall provide each trainee with an assessment
sheet where the trainer has set out a short passage with
unstructured / scrambled sentences in which the trainee has
to correct the grammar or re-arrange the sentence. For e.g.
Re-arrange the following sentences:

The inconvenience for I apologize

I apologize for the inconvenience.

On a hold I put for you may moment

May I put you on hold for a moment?

b. In the next assessment question the trainer may assess the

trainees on verb usage, such as :
These sentences need the subject of the sentence and the
verb to agree. Choose
ONE of the verbs in brackets to complete the sentence.
e.g.

The number of products offered by our company (are/is) six.

Answer: __________________________________

The customer on hold (wants/want) to talk to the supervisor.

Answer: __________________________________

51 | P a g e
 c. Subsequent to assessments a. and b. the trainer shall
provide each trainee with a long paragraph (related to call
center operations) and instruct the trainee to shorten and
summarize the paragraph while making note of important
information.

d. + e. + f. + g. + h. Trainer shall divide trainees into groups of

two each and play audio recordings of two person(s) on a
phone call (agent/caller). The conversations in the recording
shall be sample recordings to help trainees develop a
moderate speaking pace, courteous tone, use simple and brief
sentences in their communication and speak with clarity.
Similarly, some audio recordings shall be played reflecting
incomplete/vague statements (such audio recordings shall
help trainees understand the impact of
incomplete/vague/unclear messages). When these
recordings are played, the tonality, clarity, speaking pace,
incomplete/complete, vague sentences etc. shall be noticed
and well understood by the trainees so that they are able to
employ a good communication pattern in their jobs and daily
routine. When the audio recordings are stopped the trainer
shall ask each group to begin their role-play (caller/agent)
utilizing the sample audio recordings. The trainer shall be able
to assess each group/ trainee during their role-plays against
the pattern of audio recording.

52 | P a g e
Module 6: Memorise and present product/ training
Learning Units Theory Workplace Scheduled Dates
days/hours days/hours

LU1. Trainer shall provide each trainee with short question- answer
Understand the need of assessment paper where the trainee shall be able to write the
training answers to (a,b, and d). c. shall be a practical assessment

a. Why is it relevant to keep abreast with product

upgrades/updates?

b. Why is important to have a ready-reference product list

during customer interaction?

c. Trainer shall divide trainees into a group of two each, and

provide each group with a general/any product, for instance a
“pen”, “pencil”, “marker”, or “cellphone”. The trainer shall then
ask each group to have 5 to 10 minutes of group discussion to
brainstorm the idea of how each group would like to present
their product over the phone to the customer. Then each of
these groups shall begin their role-play (caller/agent). The
trainees shall be assessed on their presentation skills during
the role-plays.

d. Trainer shall instruct the trainees to list down at least 5

“self-management” skills that can assist at work place.

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LU2. Trainer shall provide each trainee with short question- answer
Train and assist new assessment paper where the trainee shall be able to write the
recruit answers to (a, b, and c).

a. Give an account of how you as a call center agent can help

orientate new recruits in your team?

b. Write at least 10 examples of policies that any kind of call

center is bound to have.

c. If you are to train your new colleague, what would be your

approach to train them on company products? Give few
examples.

LU3.
Apply relevant rebuttals to For this entire learning unit, it is best to conduct as many role-
handle objection and irate plays as time permits as objection handling is one of the most
important parts of an agent/customer interaction.
customer
The trainer shall divide trainees into a group of two each, and
provide each group with at least 5 different types of objections
that shall be used during the role-play where one person is a
caller and the other agent.
It is important that the trainer assess the rebuttals and tones
used while handling objections and irate customer.

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Module 7: Apply health and safety measures at work
Learning Units Theory Workplace Recommended Sessional Assessment Scheduled
days/hours days/hours Dates
LU1 : Total for Trainer shall provide each trainee with short question- answer Dates shall be
Identify health and safety each LU assessment paper where the trainee shall be able to write the filled in by the
hazards and carry out answers to: trainer against
risk assessment 20 minutes each assessment
a. What is a safe and healthy environment? as per their
All LU’s training session
taught in b. Explain how a safe and healthy environment can be plan.
class can be maintained.
tested in one
go or each c. Explain possible risks and hazards at work place.
LU can be
tested d. Write down a few safety measures against the risks/
individually hazards mentioned in your answers for assessment (c).
as well
e. Briefly explain the procedure of carrying out a risk
assessment.
(these tasks may be assessed during the class)
LU2: Trainer shall provide each trainee with short question- answer Dates shall be
Learn to use safety assessment paper where the trainee shall be able to write the filled in by the
equipment answers to trainer against
each assessment
a. Trainer shall provide a handout with pictorial images of as per their
the equipment. The trainee shall be able to write against each training session

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 picture the name and use of the safety equipment. plan.

b. Give short scenarios on a worksheet where different

hazardous situations are mentioned. The trainee shall be able
to write down the measures taken in each type of hazardous
situation.
(these tasks may be assessed during the class)

LU3 : Trainer shall provide each trainee with short question- answer Dates shall be
Understand and perform assessment paper where the trainee shall be able to write filled in by the
first aid small paragraphs to explain their understanding of each topic. trainer against
each assessment
a. Explain the term first aid. as per their
training session
b. Explain why it is important to perform first aid. plan.

c. Trainer shall provide a handout with pictorial images of

the first aid equipment. The trainee shall be able to write
against each picture the name and use of the equipment.

d. Take a practical assessment of 2 trainees at a time,

where one trainee is the performer of first aid and the other is
the recipient of first aid procedure.
(these tasks may be assessed during the class)

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LU4 : Trainer shall provide each trainee with short question- answer
Ensure personal hygiene assessment paper where the trainee shall be able to write the
and health check up answers to

a. The importance of self-hygiene and oral health.

b. A feasible plan to implement a quarterly medical check-

up program in their work place.

c. Write several ways or activities to maintain self-health

and fitness.
(these tasks may be assessed during the class)

Tools and equipment:

Documents, policies and guidelines (Class size: 20 trainees/trainees)

20 copies per class Text books for this course

20 copies per class Organisational procedures for dealing with problems relating
to call center operations
20 copies per class Organisational guidelines for responding to and reporting
complaints/
1 class set Organisational policy and procedures for performing day to

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 day task
5 copies per class Directories of existing businesses
1 completed class copy as example 20 blank copies Examples of business plans
1 completed class copy as example 20 blank copies Examples of financial plans
1 class set Advertising materials for potential business premises
1 class set Copies of job advertisements
1 class set Information on sources of finance
1 completed class copy as example 20 blank copies Business planner templates
1 completed class copy as example 20 blank copies Start-up-costs estimator
Contact details for colleagues, supervisor

Tools and Equipment:

(Class size: 20 trainees)

1 set Fire equipment, including the provision of fire exits, fire doors, fire extinguishers, alarm systems,
emergency lighting, fire safety and exit signs
1 set Computer, Scanner, Printer, Multimedia Projector, Microphone, Speakers

1 set Software
 Dialler
 Skype (current version)
 Team Viewer (current version)
 Adobe Reader (current version)

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  Microsoft Office (current version)
 Mozilla Fire fox (current version)
 Google Chrome (current version)
 IDM (current version)

List of consumables:

Sr.
Name of Item/ Equipment / Tools
No.
1. Notebooks / Writing Pads
2. CD / DVD
3. CD/DVD Writer
4. Photocopy Paper
5. White Board
6. White Board Markers
7. Plastic file
8. Paper markers (red 10 and blue/black 20)
9. Flip chart paper
10. Meta Cards (Red 200, White or Blue 800)
11. Pin board pin
12. Paper knife
13. Ball pen
14. Pencil (please sharpen)
15. Eraser
16. Glue stick
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 17. Paper clip
18. Stapler + Stapler pin
19. Scissors
20. Punching machine

Recommended Books:

1. The Power of One, e-book listed under the ISBN number 978-3-906052-00-7
2. The Call Center Handbook, 5th edition: The Complete Guide to Starting, Running, and Improving Your Call Center by Keith Dawson,
softcover, 382 pages, 2004
3. Telephoning in English (Cambridge Professional English) - Published August 16th 2004 by Cambridge University Press (first published
March 28th 1987) - Paperback, 128 pages - ISBN 0521539110 (ISBN13: 9780521539111)
4. Call Center Agent Motivation and Compensation: The Best of Call Center Management Review by Brad Cleveland (Editor) ISBN
1932558020 (ISBN13: 9781932558029)

Total Appendices developed/supplied by the Author(s) of the Call Center Agent curriculum:

1. Call Center Agent - Appendix - A - Acronym - Terms Glossary

2. Call Center Agent - Appendix - B - Shortcut Key Chart
3. Call Center Agent - Appendix - C – 7C’s of Communication (This appendix has been taken from the book Effective Public Relations)
4. Call Center Agent - Appendix - D - Empathy Statements
5. Call Center Agent - Appendix - E - Telephone Etiquette Tips
6. Call Center Agent - Appendix - F - Putting customer on hold

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